Paralegal, ERISA

Position Purpose:                Primary responsibilities include providing assistance to attorneys and consults in delivering consulting, compliance, legal services including preparation and assembly of documents and special projects as assigned.

Essential Duties and Responsibilities:   

Document management

• Organizing, indexing and tracking files and documents

ERISA Department Support

• Providing administrative support for attorneys and consultants related to retirement plan technical consulting, Internal Revenue Service (IRS) tax code, Department of Labor (DOL) regulations and other regulatory agencies

Regulatory responses

• Prepare response to audit requests and subpoenas to regulatory agencies

QDRO processing

• Prepare responses to Qualified Domestic Relations Orders to participants and attorneys

Legal Retirement Plan Document Drafting

• Demonstrate a functional knowledge of Ascensus retirement plan documents

Abandoned Plans

• Assist with the determination and processing of abandoned plans

Forms

• Demonstrate a functional knowledge of Ascensus retirement plan forms and notices

Employer Level QRP Document Drafting

• Complete employer level qualified retirement plan documents

Fee-for-Service Engagements

• Assist with fee-for-service engagements including IRS and DOL Correction Programs, Controlled Group Determinations and IRS Determination Letter Filings

Industry Knowledge

• Demonstrate basic knowledge of the retirement plans industry including the applicable regulatory agencies (e.g., DOL and IRS)

Continuing Education

• Enhance technical and industry knowledge by attending continuing education classes

SLAs

• Meet department service level standards

• Perform other duties and projects as assigned

Minimum Requirements:

Degrees

• Associate degree in paralegal studies
• Certification from the National Association of Legal Assistants (NALA) or the American Alliance Certified Paralegal (AACP) credential offered by the American Alliance of Paralegals, Inc.

Core Values & I-Client

• Consistently display and model the Ascensus core values and I-Client philosophy

Software Applications

• Demonstrate basic proficiency in Outlook and MS Office software applications, specifically Word, Excel, Access and Power Point

Skills

• Demonstrate excellent client service skills

• Demonstrate excellent interpersonal skills, professional demeanor and positive attitude

• Demonstrate strong organizational and time management skills

• Accomplish detail oriented tasks within given timeframes and standards

• Ability to prioritize and complete multiple tasks

• Demonstrate excellent analytical and problem solving skills

• Demonstrate strong written and oral communication skills

The national average salary range for this role is $65-75k in base pay, exclusive of any bonuses and benefits. This base salary range represents the low and high end of the salary range for this position. Actual salary offered will vary and may be above or below the range based on various factors including but not limited to location, experience, performance, and internal pay alignment. We do not anticipate that candidates hired will begin at the top of the range however, from time to time, it may occur on a case-by-case basis.  Other rewards and benefits may include: 401(k) match, Medical, Dental, Vision, Paid-Time-Off, etc.  For more information, please visit careers.ascensus.com/#Benefits.